Elm Partners Management LLC IEUR — ISHARES CORE MSCI EUROPE

Ownership history in Elm Partners Management LLC  ·  29 quarters on record

AI Ownership Summary

Elm Partners Management LLC reported ISHARES CORE MSCI EUROPE (IEUR) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.76% in 2024 Q3. The latest visible filing shows IEUR at 3.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEUR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elm Partners Management LLC's position in ISHARES CORE MSCI EUROPE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IEUR was reported at 3.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.76% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IEUR stock page Elm Partners Management LLC fund profile Elm Partners Management LLC full holdings
How Elm Partners Management LLC held IEUR — position size vs. price
% of Fund (quarterly)    IEUR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7.9% -1.0% ✅ 961,294 -82,867 -7.9% 3.10% $68.2M 2026-02-14 (Est.) $75.16
2025 Q3 ADDED — — — 1,044,161 +46,298 +4.6% 3.55% $71.1M 2025-11-04 $66.81
2025 Q2 ADDED — — — 997,863 +454,272 +83.6% 3.84% $66.1M 2025-08-05 $64.22
2025 Q1 REDUCED 48.3% +12.2% ❌ 543,591 -508,233 -48.3% 2.11% $32.7M 2025-05-13 $61.89
2024 Q4 REDUCED 20.5% +11.4% ❌ 1,051,824 -270,941 -20.5% 3.88% $56.8M 2025-02-13 $57.75
2024 Q3 ADDED — — — 1,322,765 +312,486 +30.9% 5.76% $80.6M 2024-11-07 $55.11
2024 Q2 ADDED — — — 1,010,279 +70,340 +7.5% 4.42% $57.5M 2024-07-31 $55.86
2024 Q1 REDUCED 6.7% +1.0% ❌ 939,939 -67,434 -6.7% 4.30% $54.4M 2024-04-30 $52.92
2023 Q4 ADDED — — — 1,007,373 +359,198 +55.4% 5.04% $55.4M 2024-01-29 $51.42
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEUR

As of 2026 Q1 — sorted by position size

Roberts Financial Services LLC 3Y 7Y 18.04% WestEnd Advisors, LLC 3Y 7Y 6.52% Israel Discount Bank of New York 3Y 7Y 5.8% Industrial Alliance Investment Management Inc. 3Y 2.83% Consilium Wealth Advisory, LLC 3Y 2.72% Integris Wealth Management, LLC 3Y 2.18% Buska Wealth Management, LLC 2.16% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 1.94% GenTrust, LLC 3Y 7Y 1.9% Roan Capital Partners 1.77%

FAQ About Elm Partners Management LLC and IEUR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elm Partners Management LLC reported owning IEUR?

Elm Partners Management LLC reported IEUR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEUR position in Elm Partners Management LLC's portfolio?

The largest reported portfolio weight for IEUR was 5.76% in 2024 Q3.

What is the latest reported IEUR position on this page?

The most recent filing on this page is 2025 Q4, when Elm Partners Management LLC reported 961,294 shares, equal to 3.10% of portfolio, with an estimated market value of $68.2M.

What does the chart on this IEUR ownership page compare?

The chart compares Elm Partners Management LLC's quarterly IEUR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Elm Partners Management LLC time their IEUR position?

Based on 13F filing dates vs. subsequent IEUR price moves, Elm Partners Management LLC correctly timed 15 out of 28 reported position changes (54%). The annualised alpha on IEUR relative to SPY over the holding period was -4.1%.

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